See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,229 | $48,046-1.7% | $84,611-44.2% | $72,985-35.3% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 27.92% | 37.38%-9.5pp | 258.74%-230.8pp | 81.00%-53.1pp |
| Employer contribution / active EE | $4,188 | $1,602+161.5% | $2,652+57.9% | $2,440+71.7% |
| Participant deferral / active EE | $5,676 | $2,680+111.8% | $3,899+45.6% | $3,607+57.3% |
| Admin fee / account holder | $2,990 | $3,395-11.9% | $4,912-39.1% | $5,124-41.7% |